Vested Partners: a Multi-Family Office

Public-record details

Address

300 E. 2nd Street, Salem, VA 24153

Phone

(540) 389-6060

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting

Legal name

Ellis Financial Group LLC

CRD number

281862

Registration

State registered: VA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Selection of Other Advisers)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops

Regulatory assets under management

$95.0 million

Accounts managed

250

Clients reported (Form ADV 5.D)

96

Individual / high-net-worth clients

76 / 20

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-29

State registered (VA) investment adviser, CRD 281862, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 281862 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.